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Advisor at VERUS CAPITAL PARTNERS, LLC
Ontario, CA | ONTARIO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 4, 2021 | n/a | yes | ONTARIO, CA | Current employment |
| VERUS CAPITAL PARTNERS, LLC | Independent wealth | Jun 3, 2021 | n/a | yes | Ontario, CA | Current employment |
| AVANTAX ADVISORY SERVICES | Former SEC adviser | Sep 5, 2019 | May 14, 2021 | no | Ontario, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES | VERUS CAPITAL PARTNERS, LLC | May 14, 2021 | Jun 3, 2021 | 20 | Firm change | Ibd to RIA |